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Sunpointe’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sunpointe’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$324K Buy
1,709
+509
+42% +$98.5K 0.11% 191
2025
Q4 		$217K Hold
1,200
– – 0.07% 239
2025
Q3 		$212K Buy
+1,200
New +$203K 0.08% 228
2024
Q4 		– Sell
-1,200
Closed -$200K – 203
2024
Q3 		$200K Buy
+1,200
New +$195K 0.16% 163
2024
Q1 		– Sell
-1,339
Closed -$208K – 140
2023
Q4 		$208K Buy
+1,339
New +$185K 0.26% 121

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sunpointe's IWN Position: Q1 2026 in Review

Sunpointe increased its iShares Russell 2000 Value ETF (IWN) stake by 42% in Q1 2026, buying an estimated $98.5K and bringing the position to 1,709 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #191.

Sunpointe first reported a position in IWN in Q4 2023 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Sunpointe held 1,709 shares of iShares Russell 2000 Value ETF worth $324K as of Q1 2026.
  • Sunpointe bought 509 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $98.5K.
  • iShares Russell 2000 Value ETF made up 0.11% of Sunpointe's portfolio in Q1 2026, its #191 holding.
  • Sunpointe first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.